Newsletters

Weltman Bernfield published monthly newsletters on a variety of financial topics. See below to sign up for our e-newsletters.

May 2017 QuickBooks Tip

by Katie Wallor, CPA, Manager and QuickBooks ProAdvisor Benefits of QuickBooks Online  QuickBooks Online is something to consider if you have always been a desktop user. Some of the benefits include: State-of-the-art security provided by Intuit. No software updates necessary–this is accomplished continuously. No special server or backups–all of this is taken care of. Anytime/anywhere […]

Receiving Customer Payments: Your Options

May 2017 QuickBooks® Newsletter It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works. QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate. If you’ve been using the software for a while, you’ve probably found that to be true. Some chores, […]

Getting to Know QuickBooks Online Reports

May 2017 QuickBooks® Online Newsletter They’re one of the rewards you get for your conscientious accounting work: reports. Are you using them to make better business decisions?   What do you see when you log on to QuickBooks Online? Your most important business numbers represented by real-time charts. Profit and loss. Income and expenses. Sales. […]

Are You Memorizing Transactions? Should You Be?

April 2017 QuickBooks® Newsletter You know that QuickBooks saves a lot of time. But have you explored how it does so by memorizing transactions? Your accounting work involves a lot of repetition. You send invoices. Pay bills. Create purchase orders. Generate payroll checks and submit payroll taxes. Some of the time, you only fill out […]